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AI Capex Supercharges Tech Rally—But Here’s Why the Party Could Crumble
AI Capex Supercharges Tech Rally—But Here’s Why the Party Could Crumble
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Tech stocks ride the AI spending wave—until the bill comes due.
Silicon Valley's latest sugar rush
Massive AI infrastructure investments are propping up tech valuations, but margin pressures lurk beneath the surface. Every Goldman analyst's 'strong buy' rating hides three whispered 'buts' about unsustainable burn rates.
The coming capex hangover
When the champagne stops flowing, we'll see who's been swimming naked—those trillion-dollar market caps aren't immune to old-school P/E ratios. The smart money's already hedging, because nothing makes Wall Street more nervous than actual capital expenditures cutting into stock buyback budgets.
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